sponsored by:

Browse:Search by name:Search by company type:

Closed ArrowOptions for searching
Closed ArrowSearch by state
Showing Portfolio Management System listings:
Addepar

Addepar
filed under: Alternative Investments, Performance Reporting, Portfolio Management System
Addepar is a wealth management platform that empowers financial advisors with the tools required to ...

Adhesion Wealth Advisor Solutions Inc.
filed under: Asset Manager for RIAs, Manager Research, Outsourcer, Performance Reporting, TAMP, Portfolio Management System, Trading/Rebalancing

Advent Software
filed under: Portfolio Management System

AdviceAmerica
filed under: Financial Planning Software, Portfolio Management System

Advisors Assistant
filed under: CRM Software, Portfolio Management System, Tech: Other

Advisory Data Solutions, LLC
filed under: Consulting Firm, Outsourcer, Portfolio Management System

Alacra Pulse
filed under: Blog/Social Networking Tool, Financial Planning Software, Portfolio Management System

Argentus Partners, LLC

Argentus Partners, LLC
filed under: Trading/Rebalancing, TAMP, RIA Welcoming Breakaways, RIA Serving Other RIAs, Portfolio Management System, Outsourcer, Asset Manager for RIAs, Account Aggregator
Discover the Argentus difference: -The Entrepreneurial Instinct to deliver what matters most to our advisors...the ...

AssetBook
filed under: Performance Reporting, Portfolio Management System, Third Party Administrator

AssetBook, Inc.
filed under: CRM Software, Financial Planning Software, Portfolio Management System

BaySys Technology LLC
filed under: Consulting Firm, Outsourcer, Portfolio Management System

Black Diamond (An Independent Business Unit of Advent)
filed under: Portfolio Management System, Performance Reporting, Outsourcer

BloodhoundSystem.com
filed under: Financial Planning Software, Portfolio Management System

BondWave LLC
filed under: Asset Manager for RIAs, Portfolio Management System, RIA Serving Other RIAs

Born To Sell Covered Calls
filed under: Financial Planning Software, Portfolio Management System, Trading/Rebalancing

BridgePortfolio
filed under: Portfolio Management System

Captools Company
filed under: Performance Reporting, Portfolio Management System

Cornerstone PowerInvestmentTOOLS
filed under: Performance Reporting, Portfolio Management System, Trading/Rebalancing

Envestnet Inc.
filed under: Outsourcer, Portfolio Management System, TAMP

Envestnet | Tamarac

Envestnet | Tamarac
filed under: Trading/Rebalancing, Portfolio Management System, Performance Reporting, CRM Software
Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both ...

Envision Financial Systems
filed under: Portfolio Management System, Other, CRM Software

FTJ FundChoice, LLC
filed under: Asset Manager for RIAs, Portfolio Management System, TAMP

FinFolio

FinFolio
filed under: Portfolio Management System
FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded ...

First Rate, Inc.
filed under: Performance Reporting, Portfolio Management System, Tech: Other

FolioDynamix
filed under: Portfolio Management System, TAMP, Trading/Rebalancing

Fund Evaluation Group, LLC
filed under: Advisory Firm, Manager Research, Portfolio Management System

Innovest Systems
filed under: Trading/Rebalancing, Portfolio Management System, Account Aggregator

Interactive Advisory Software (IAS)
filed under: CRM Software, Financial Planning Software, Portfolio Management System, Trading/Rebalancing

Investigo
filed under: Portfolio Management System

Isis Financial Systems
filed under: Performance Reporting, Portfolio Management System, Trading/Rebalancing

Kwanti
filed under: Financial Planning Software, Portfolio Management System

Loring Ward

Loring Ward
filed under: Asset Manager for RIAs, Portfolio Management System, TAMP
For more than two decades, Loring Ward has been dedicated to helping independent advisors become ...

M.S. Howells & Co.
filed under: Asset Custodian, Portfolio Management System

Morningstar Office
filed under: CRM Software, Financial Planning Software, Portfolio Management System

NetWorth Services, Inc.
filed under: Portfolio Management System, Financial Planning Software, Consulting Firm

Northfield Information Services
filed under: Financial Planning Software, Performance Reporting, Portfolio Management System

Omnivest Global LLC
filed under: CRM Software, Performance Reporting, Portfolio Management System

Orion Advisor Services, LLC

Orion Advisor Services, LLC
filed under: Trading/Rebalancing, Portfolio Management System, Performance Reporting
Orion Advisor Services is a premier portfolio accounting service bureau founded by and for investment ...

PortfolioPathway

PortfolioPathway
filed under: Account Aggregator, Performance Reporting, Portfolio Management System, Trading/Rebalancing
Portfolio Pathway provides RIAs and Broker Dealers the tools needed to manage client accounts across ...

Riskalyze
filed under: Tech: Other, Portfolio Management System, Compliance Expert

SS&C Technologies
filed under: Portfolio Management System, Third Party Administrator, Trading/Rebalancing

Sandrock Software Corporation
filed under: Portfolio Management System

Schwab PortfolioCenter
filed under: Portfolio Management System

Scottrade Portfolio Director
filed under: Portfolio Management System

StatPro Inc.
filed under: Tech: Other, Portfolio Management System, Performance Reporting

The Portfolio Guru, LLC
filed under: Asset Manager for RIAs, Blog/Social Networking Tool, Portfolio Management System

TrustFort
filed under: Financial Planning Software, Outsourcer, Performance Reporting, Portfolio Management System, Tech: Other

WealthSite

WealthSite
filed under: Alternative Investments, Performance Reporting, Portfolio Management System
We are experts in "data conversion out of Advent Axys, APX and Schwab PortfolioCenter":http://wealthsite.com/data-conversion/, because ...

Wealthfront
filed under: Tech: Other, Portfolio Management System, Other

YourOldMoney
filed under: Mutual Fund, Other, Portfolio Management System

eZ-Adviser
filed under: Portfolio Management System, Financial Planning Software, 401k Plan Consultant

Are you listed yet?

Listing your company in the RIABiz directory is simple and quick. Basic listings will always be free, and we also offer premium listings with extra features for $950/year.
Add Your Listing

You can also contact Dawn Kodin, dawn@riabiz.com or John Kodin, john@riabiz.com, (360) 714-8662 for direct sales or more info.


RIA Resources


sponsored by: